Episode Description
In this episode, Jeff sits down with Shauntae Funkhouser, a financial advisor with A4 Wealth Advisors in Huntersville, NC. Shauntae shares her journey from healthcare to finance, her passion for helping clients navigate retirement and complex financial decisions, and her unique specialization in divorce financial planning.
She discusses how A4 Wealth offers a comprehensive, in-house approach to financial services—including estate planning, tax strategy, Medicare, and more. Shauntae also highlights the rising trend of "gray divorce" and how her firm, LKN Divorce Finance, supports clients and attorneys with equitable financial separations.
The conversation covers key financial trends like tax-efficient investing, Roth conversions, and reverse mortgages—plus a few real estate insights along the way.
If you're seeking smart, empathetic financial guidance or curious about retirement and divorce planning, this episode is packed with valuable insights.
A4 Wealth Advisors
16140 Northcross Dr
Huntersville, NC 28078
(704) 509-1141
Lake Norman Finance and Divorce Consultants
Special thanks to:
Lake Norman CURRENTS Magazine
Businesses mentioned:
Mike Stanley - Victorian Finance
Book mentioned:
Unreasonable Hospitality
by Will Guidara
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Hosted by:
Jeff Hamm
Elevate Land & Realty
Charlotte | Lake Norman | High Country